RiverTree Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), RiverTree Advisors, LLC reported 55 stock positions worth $156.0 million. Its top holding was Janus Henderson Aaa Clo ETF (JAAA) at 7.7% of the portfolio, followed by First Trust Senior Loan ETF (FTSL, 5.4%) and First Trust Enh Short Mat FD (FTSM, 4.7%). Compared with Q2 2025, it opened 8 new positions, sold out of 7, added to 16 and reduced 25. The biggest buy was a new position in Simplify High Yield ETF (CDX) and the biggest sale First Trust Enh Short Mat FD (FTSM, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- WINTER PARK, FL
- CIK
- 0001872501
- Portfolio Value
- $156.0M (Q3 2025)
- SEC Filing
- 0001872501-25-000002 ↗ filed Nov 4, 2025
Holdings Value
Holdings 55 stocks · $156.0M
| JAAA Janus Henderson Aaa Clo ETF | 7.65% | 235,090 | $11.9M | Add +1.4% |
| FTSL First Trust Senior Loan ETF | 5.42% | 184,436 | $8.5M | Add +0.8% |
| FTSM First Trust Enh Short Mat FD | 4.72% | 122,938 | $7.4M | Reduce -28.9% |
| FTCS First Trust Capital Strength | 4.72% | 78,630 | $7.4M | Reduce -0.3% |
| BUCK Simplify Treasury Option Inc. | 4.69% | 307,001 | $7.3M | Add +0.0% |
| LMBS First Trust Low Duration Opp | 4.60% | 144,149 | $7.2M | Add +39.6% |
| DIVO Amplify CWP Enhan Divid ETF | 4.24% | 148,475 | $6.6M | Reduce -0.3% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 4.21% | 188,286 | $6.6M | Add +0.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 4.20% | 195,959 | $6.5M | Reduce -2.6% |
| SPYI Neos S&P 500 High Income ETF | 3.84% | 114,543 | $6.0M | Add +11.0% |
| MINT PIMCO Enhanced Short Maturit | 3.51% | 54,445 | $5.5M | Add +73.5% |
| FTGS First Trust Grwth Strgth ETF | 3.24% | 140,946 | $5.1M | Reduce -0.5% |
| FTHI Fthi/First Trust Exchange-TR | 3.01% | 198,053 | $4.7M | Reduce -1.5% |
| QQQI Neos Nasdaq-100 High Inc. ETF | 2.78% | 79,986 | $4.3M | Add +55.6% |
| CDX Simplify High Yield ETF | 2.56% | 173,979 | $4.0M | New |
| ETW Eaton Vance T/M GLBL Buy-WR | 2.45% | 423,067 | $3.8M | Add +0.7% |
| COWZ Pacer US Cash Cows 100 ETF | 2.40% | 65,237 | $3.7M | Reduce -3.8% |
| SDVD FT Vest Smid Rising Dividend | 2.35% | 169,417 | $3.7M | Reduce -9.5% |
| RDVI FT Vest Rising Dividend Achi | 2.13% | 128,577 | $3.3M | Add +21.1% |
| FTQI First Trust Nasdaq Buywrite | 1.76% | 133,296 | $2.7M | Reduce -3.8% |
| SDVY First Trust Smid Cap Rising | 1.74% | 71,563 | $2.7M | Reduce -0.6% |
| AMLP Alerian MLP ETF | 1.72% | 57,019 | $2.7M | Reduce -32.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.67% | 28,397 | $2.6M | Add +2.5% |
| IGLD FT Vest Gold Strategy Target | 1.63% | 106,339 | $2.5M | Add +60.3% |
| FTC First Trust Large Cap Growth | 1.48% | 14,323 | $2.3M | Reduce -11.7% |
| HIPS Graniteshares Hips US High I | 1.15% | 152,408 | $1.8M | Reduce -54.2% |
| EDIV State Street SPDR S&P Emergi | 1.13% | 45,304 | $1.8M | Add +376.1% |
| FLOT iShares Floating Rate Bond E | 1.01% | 30,761 | $1.6M | Reduce -9.3% |
| TDVI FT Vest Technology Dividend | 1.00% | 54,486 | $1.6M | New |
| HYLS FT Tactical High Yield ETF | 0.99% | 36,712 | $1.5M | Reduce -10.8% |
| FEX First Trust Large Cap Core A | 0.89% | 11,941 | $1.4M | Reduce -18.4% |
| FMAR FT Vest US Equity Buffer ETF | 0.86% | 28,992 | $1.3M | Reduce -4.5% |
| PIZ Invesco Dorsey Wright Develo | 0.86% | 28,038 | $1.3M | New |
| FAPR FT Vest U.S. Equity Buffer E | 0.85% | 30,487 | $1.3M | Reduce -4.4% |
| QQQH Neos NDQ-100 HG Eq Inc. ETF | 0.81% | 23,153 | $1.3M | New |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | 0.80% | 79,542 | $1.2M | New |
| AIRR First Trust Rba American Ind | 0.77% | 12,378 | $1.2M | Reduce -9.0% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.68% | 10,703 | $1.1M | Reduce -7.7% |
| FTLS First Trust Long/Short Eqty | 0.68% | 15,064 | $1.1M | Reduce -3.1% |
| BALT Inn Defined Wealth Shield | 0.62% | 29,441 | $966K | Reduce -4.7% |
| QMAR FT Vest Nasdaq-100 Buffer Et | 0.55% | 26,666 | $858K | Reduce -3.5% |
| MTUM iShares MSCI USA Momentum Fa | 0.46% | 2,793 | $716K | Reduce -18.6% |
| FCVT First Trust Ssi Strategi ETF | 0.43% | 15,751 | $674K | New |
| PMAY Innovator U.S. Equity Power | 0.39% | 15,545 | $605K | No change |
| RECS Columbia Resear Enh Cor ETF | 0.37% | 14,375 | $580K | Add +75.7% |
| ACWI iShares MSCI Acwi ETF | 0.29% | 3,286 | $454K | Add +73.3% |
| TBIL F/M US Treasury 3 Month Bill | 0.26% | 8,006 | $400K | New |
| PAUG Innovator U.S. Equity Power | 0.24% | 8,911 | $378K | No change |
| IOO iShares Global 100 ETF | 0.23% | 2,969 | $356K | Reduce -0.5% |
| ET Energy Transfer LP | 0.19% | 17,500 | $300K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 384 | $256K | Add +1.1% |
| JPM JPMorgan Chase & Co. | 0.16% | 800 | $252K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 500 | $251K | No change |
| DJAN FT Vest U.S. Equity Deep Buf | 0.14% | 5,220 | $220K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 356 | $214K | New |
Portfolio Sells Q2 2025 → Q3 2025
| FTSM First Trust Enh Short Mat FD | Reduce -28.9% | 4.72% | −2.23 |
| FDL First Trust Morn DVD Lead Inc. | Sold out | 0.00% | −1.60 |
| HIPS Graniteshares Hips US High I | Reduce -54.2% | 1.15% | −1.55 |
| YQQQ Yieldmax N100 Short Opt Inc. | Sold out | 0.00% | −1.33 |
| AMLP Alerian MLP ETF | Reduce -32.9% | 1.72% | −1.07 |
| FGD First Trust DJ GL Sel DVD | Sold out | 0.00% | −1.01 |
| FICS FT International Dev Cap STR | Sold out | 0.00% | −0.95 |
| USOI UBS AG Etr CR Oil Shar Cov | Sold out | 0.00% | −0.40 |
| SH Proshares Short S&P500 | Sold out | 0.00% | −0.40 |
| SDVD FT Vest Smid Rising Dividend | Reduce -9.5% | 2.35% | −0.23 |
| FEX First Trust Large Cap Core A | Reduce -18.4% | 0.89% | −0.19 |
| FTC First Trust Large Cap Growth | Reduce -11.7% | 1.48% | −0.17 |
| HYLS FT Tactical High Yield ETF | Reduce -10.8% | 0.99% | −0.17 |
| FLOT iShares Floating Rate Bond E | Reduce -9.3% | 1.01% | −0.15 |
| UCON First Trust Smith Unconstrai | Sold out | 0.00% | −0.15 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -3.8% | 2.40% | −0.11 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -2.6% | 4.20% | −0.10 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -18.6% | 0.46% | −0.09 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -7.7% | 0.68% | −0.09 |
| FTCS First Trust Capital Strength | Reduce -0.3% | 4.72% | −0.09 |
| FTHI Fthi/First Trust Exchange-TR | Reduce -1.5% | 3.01% | −0.07 |
| FTQI First Trust Nasdaq Buywrite | Reduce -3.8% | 1.76% | −0.06 |
| FAPR FT Vest U.S. Equity Buffer E | Reduce -4.4% | 0.85% | −0.05 |
| FMAR FT Vest US Equity Buffer ETF | Reduce -4.5% | 0.86% | −0.05 |
| BALT Inn Defined Wealth Shield | Reduce -4.7% | 0.62% | −0.05 |
| QMAR FT Vest Nasdaq-100 Buffer Et | Reduce -3.5% | 0.55% | −0.03 |
| FTLS First Trust Long/Short Eqty | Reduce -3.1% | 0.68% | −0.02 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -0.3% | 4.24% | −0.01 |
| FTGS First Trust Grwth Strgth ETF | Reduce -0.5% | 3.24% | −0.01 |
| IOO iShares Global 100 ETF | Reduce -0.5% | 0.23% | +0.01 |
| AIRR First Trust Rba American Ind | Reduce -9.0% | 0.77% | +0.02 |
| SDVY First Trust Smid Cap Rising | Reduce -0.6% | 1.74% | +0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| CDX Simplify High Yield ETF | New | 2.56% | +2.56 |
| MINT PIMCO Enhanced Short Maturit | Add +73.5% | 3.51% | +1.40 |
| LMBS First Trust Low Duration Opp | Add +39.6% | 4.60% | +1.19 |
| TDVI FT Vest Technology Dividend | New | 1.00% | +1.00 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Add +55.6% | 2.78% | +0.98 |
| EDIV State Street SPDR S&P Emergi | Add +376.1% | 1.13% | +0.88 |
| PIZ Invesco Dorsey Wright Develo | New | 0.86% | +0.86 |
| QQQH Neos NDQ-100 HG Eq Inc. ETF | New | 0.81% | +0.81 |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | New | 0.80% | +0.80 |
| IGLD FT Vest Gold Strategy Target | Add +60.3% | 1.63% | +0.66 |
| FCVT First Trust Ssi Strategi ETF | New | 0.43% | +0.43 |
| RDVI FT Vest Rising Dividend Achi | Add +21.1% | 2.13% | +0.37 |
| SPYI Neos S&P 500 High Income ETF | Add +11.0% | 3.84% | +0.35 |
| TBIL F/M US Treasury 3 Month Bill | New | 0.26% | +0.26 |
| RECS Columbia Resear Enh Cor ETF | Add +75.7% | 0.37% | +0.17 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.14% | +0.14 |
| ACWI iShares MSCI Acwi ETF | Add +73.3% | 0.29% | +0.13 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +0.7% | 4.21% | +0.04 |
| ETW Eaton Vance T/M GLBL Buy-WR | Add +0.7% | 2.45% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.1% | 0.16% | +0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +2.5% | 1.67% | −0.04 |
| BUCK Simplify Treasury Option Inc. | Add +0.0% | 4.69% | −0.18 |
| FTSL First Trust Senior Loan ETF | Add +0.8% | 5.42% | −0.22 |
| JAAA Janus Henderson Aaa Clo ETF | Add +1.4% | 7.65% | −0.25 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 72 | $169.3M | JAAA, BUCK, FTCS, SPYI, BUFQ |
| Q1 2026 | 60 | $157.9M | JAAA, FTSM, BUCK, FTCS, LMBS |
| Q4 2025 | 61 | $156.9M | JAAA, FTSM, LMBS, FTSL, BUCK |
| Q3 2025 | 55 | $156.0M | JAAA, FTSL, FTSM, FTCS, BUCK |
| Q2 2025 | 54 | $148.9M | JAAA, FTSM, FTSL, BUCK, FTCS |
| Q1 2025 | 55 | $149.4M | FTSM, JAAA, LMBS, FTCS, BUFR |
| Q4 2024 | 46 | $152.2M | FTSM, LMBS, JAAA, BUFR, FTCS |
| Q3 2024 | 34 | $147.5M | FTSM, LMBS, JAAA, FTCS, BUFR |
| Q2 2024 | 31 | $146.3M | FTSM, LMBS, FTCS, JAAA, BUFR |
| Q1 2024 | 28 | $148.9M | FTSM, LMBS, FTCS, JAAA, BUFR |